3 ms·

Microsoft's recently quarterly earning report showed a 17% rise in revenue, and their stock is up nearly 25% in the last year.

bigstrat2003 2y ago
Good for them. Doesn't really matter if their customers start refusing to do business with them because they are scared off by stuff like this.
- Rastonbury 2y ago
  Most of MS revenues are from F1000 corporate who's legal/security teams would never enable these features and MS would never force questionable features on them. They increased quarterly cloud revenue by $7B, even if only $1B of that is from OpenAI models in Copilot/Azure, they'll pay back their investment in OAI in 2.5 years Author is just taking the opportunity make hot take on single terribly implemented product (or data gathering attempt), the big machine doesn't care
  - bongodongobob 2y ago
    This is the correct answer. I know you're not supposed to say this but... The HN community is completely out of touch in regards to MS and what they do to make money and how organizations leverage their producs. For most orgs, leaving M365 ecosystem isn't even remotely an option from any angle. You're not replacing Office with g suite or any of the open options, no one is going to roll their own LDAP solution etc. I just laugh at the comments on every MS article on this site. The business world world is bigger than HN users' 7 person startups.
  - chucke1992 2y ago
    > Most of MS revenues are from F1000 corporate who's legal/security teams would never enable these features and MS would never force questionable features on them. Actually I think the feature will be enabled - companies have been spying on their users for ages. The thing is that the modern security is not about your stored features - you cannot login to laptops without passwords and a lot of devices even require cards (and flashdrives). Modern security is about networking (VPN and stuff) and social engineering - fishing and stuff. Malware, executables etc. are not thta much of threat anymore.
  - paulmd 2y ago
    [dead]
doctorwho42 2y ago
Cue comic about value for shareholders and end of the world.
- trealira 2y ago
  The comic, for reference: https://www.newyorker.com/cartoon/a16995 https://www.newyorker.com/cartoon/a16995
Symmetry 2y ago
If I could be short Microsoft's OS business while still being long their cloud provider business and their investment in OpenAI I would.
hnben 2y ago
> their stock is up nearly 25% in the last year So they performed as well as the average S&P500? I would expect better from a tech giant

bigstrat2003 2y ago

Good for them. Doesn't really matter if their customers start refusing to do business with them because they are scared off by stuff like this.

Rastonbury 2y ago
Most of MS revenues are from F1000 corporate who's legal/security teams would never enable these features and MS would never force questionable features on them. They increased quarterly cloud revenue by $7B, even if only $1B of that is from OpenAI models in Copilot/Azure, they'll pay back their investment in OAI in 2.5 years Author is just taking the opportunity make hot take on single terribly implemented product (or data gathering attempt), the big machine doesn't care
- bongodongobob 2y ago
  This is the correct answer. I know you're not supposed to say this but... The HN community is completely out of touch in regards to MS and what they do to make money and how organizations leverage their producs. For most orgs, leaving M365 ecosystem isn't even remotely an option from any angle. You're not replacing Office with g suite or any of the open options, no one is going to roll their own LDAP solution etc. I just laugh at the comments on every MS article on this site. The business world world is bigger than HN users' 7 person startups.
- chucke1992 2y ago
  > Most of MS revenues are from F1000 corporate who's legal/security teams would never enable these features and MS would never force questionable features on them. Actually I think the feature will be enabled - companies have been spying on their users for ages. The thing is that the modern security is not about your stored features - you cannot login to laptops without passwords and a lot of devices even require cards (and flashdrives). Modern security is about networking (VPN and stuff) and social engineering - fishing and stuff. Malware, executables etc. are not thta much of threat anymore.
- paulmd 2y ago
  [dead]

doctorwho42 2y ago

Cue comic about value for shareholders and end of the world.

trealira 2y ago
The comic, for reference: https://www.newyorker.com/cartoon/a16995 https://www.newyorker.com/cartoon/a16995

Symmetry 2y ago

If I could be short Microsoft's OS business while still being long their cloud provider business and their investment in OpenAI I would.

hnben 2y ago

> their stock is up nearly 25% in the last year So they performed as well as the average S&P500? I would expect better from a tech giant